Merging companies & contacts

Despite the useful warning System One shows while inputting the name of a duplicate company or contact, it's possible that companies or contacts occur multiple times in your database. Luckily we came up with a merge function!

Merge companies

When you find a duplicate company in your database, use the "Merge" button from the option menu in the company detail view. A screen opens where you can decide which data you'd like to keep and which to overwrite.

Merge contact persons

A procedure very similar to the one for merging companies applies here. This comes in handy when sending out a mailing to your customers.

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